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Innovative Advisory Group, LLC’s iRhythm Holdings IRTC Stock Holding History

Innovative Advisory Group, LLC’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-60
Closed -$10.6K – 124
2025
Q4 		$10.6K Hold
60
– – 0.01% 132
2025
Q3 		$10.3K Buy
+60
New +$9.54K 0.01% 140

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Artisan Partners
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Advisory Group, LLC's IRTC Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iRhythm Holdings (IRTC) in Q1 2026, closing a stake of 60 shares — an estimated $10.6K sold.

Innovative Advisory Group, LLC first reported a position in IRTC in Q3 2025 and held it in 2 quarters. The position peaked at $10.6K in Q4 2025. 305 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining iRhythm Holdings position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 60 iRhythm Holdings shares in Q1 2026, an estimated $10.6K.
  • Innovative Advisory Group, LLC first reported a position in iRhythm Holdings in Q3 2025 and held it in 2 quarters.
  • Innovative Advisory Group, LLC's iRhythm Holdings position peaked at $10.6K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.